| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Renaissance charges fees based on a percentage of assets under management, calculated at the end of each billing period. The standard practice is to bill quarterly in advance. Clients may also incur additional fees such as trade commissions and custodial fees. Fee schedules can be modified. The firm does not have a minimum account size or charge a standard minimum annual fee. Fees can be negotiated based on client circumstances.
50 E. Rivercenter Blvd., Suite 1200, Covington, KY, 41011
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brad is a managing partner at Zoltak Partners LLC, a real estate holding company, since 2008. He dedicates minimal time to this non-investment related business.